See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,070 | $104,974-86.6% | $95,585-85.3% | $142,382-90.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 20.71% | 210.33%-189.6pp | 38.56%-17.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $689 | $2,779-75.2% | $2,527-72.7% | $4,299-84.0% |
| Participant deferral / active EE | $2,915 | $4,352-33.0% | $4,023-27.5% | $6,507-55.2% |
| Admin fee / account holder | $332 | $6,386-94.8% | $6,127-94.6% | $12,624-97.4% |